Creative Financial Designs
QHY icon

Creative Financial Designs’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Creative Financial Designs’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$144K Buy
3,258
+196
+6% +$8.93K 0.01% 751
2026
Q2 		$140K Buy
3,062
+1,216
+66% +$55.9K 0.01% 694
2026
Q1 		$84.1K Buy
1,846
+149
+9% +$6.89K 0.01% 728
2025
Q4 		$78.8K Buy
1,697
+3
+0.2% +$139 0.01% 719
2025
Q3 		$78.9K Buy
1,694
+2
+0.1% +$93 0.01% 709
2025
Q2 		$78K Sell
1,692
-97
-5% -$4.38K 0.01% 732
2025
Q1 		$80.7K Sell
1,789
-442
-20% -$20.1K 0.01% 678
2024
Q4 		$101K Buy
2,231
+210
+10% +$9.6K 0.01% 603
2024
Q3 		$93.3K Buy
2,021
+53
+3% +$2.42K 0.01% 611
2024
Q2 		$87.8K Buy
1,968
+1
+0.1% +$45 0.01% 609
2024
Q1 		$89.1K Buy
1,967
+499
+34% +$22.5K 0.01% 593
2023
Q4 		$66.7K Buy
1,468
+121
+9% +$5.29K 0.01% 612
2023
Q3 		$58.2K Buy
1,347
+469
+53% +$20.7K 0.01% 594
2023
Q2 		$38.8K Buy
878
+634
+260% +$28K ﹤0.01% 697
2023
Q1 		$10.9K Hold
244
– – ﹤0.01% 940
2022
Q4 		$10.7K Hold
244
– – ﹤0.01% 889
2022
Q3 		$10K Hold
244
– – ﹤0.01% 899
2022
Q2 		$11K Hold
244
– – ﹤0.01% 860
2022
Q1 		$12K Buy
+244
New +$12.3K ﹤0.01% 877

Other funds holding QHY

WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Creative Financial Designs's QHY Position: Q3 2026 in Review

Creative Financial Designs increased its WisdomTree U.S. High Yield Corporate Bond Fund (QHY) stake by 6.4% in Q3 2026, buying an estimated $8.93K and bringing the position to 3,258 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #751.

Creative Financial Designs first reported a position in QHY in Q1 2022 and has held it in 19 quarters since. 37 funds tracked by Wall St. Rank hold QHY as of Q3 2026.

  • Creative Financial Designs held 3,258 shares of WisdomTree U.S. High Yield Corporate Bond Fund worth $144K as of Q3 2026.
  • Creative Financial Designs bought 196 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q3 2026, an estimated $8.93K.
  • WisdomTree U.S. High Yield Corporate Bond Fund made up 0.01% of Creative Financial Designs's portfolio in Q3 2026, its #751 holding.
  • Creative Financial Designs first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q1 2022 and has held it in 19 quarters since.
  • 37 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.